MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.65B
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,741
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.7M
3
+$8.09M
4
LHX icon
L3Harris
LHX
+$8.04M
5
ACN icon
Accenture
ACN
+$7.42M

Top Sells

1
+$8.28M
2
+$7.74M
3
+$5.63M
4
CERN
Cerner Corp
CERN
+$4.89M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.08M

Sector Composition

1 Technology 16.97%
2 Financials 10.42%
3 Healthcare 9.68%
4 Consumer Discretionary 8.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$36K ﹤0.01%
1,180
+373
502
$36K ﹤0.01%
127
-6
503
$35K ﹤0.01%
47
-2
504
$35K ﹤0.01%
115
-2
505
$34K ﹤0.01%
1,000
506
$34K ﹤0.01%
268
507
$34K ﹤0.01%
+2,166
508
$34K ﹤0.01%
112
-2
509
$33K ﹤0.01%
220
-7
510
$33K ﹤0.01%
491
-110
511
$33K ﹤0.01%
601
-4
512
$33K ﹤0.01%
317
513
$33K ﹤0.01%
+10,000
514
$32K ﹤0.01%
210
+120
515
$32K ﹤0.01%
1,500
516
$32K ﹤0.01%
+716
517
$32K ﹤0.01%
73
+21
518
$32K ﹤0.01%
94
-52
519
$32K ﹤0.01%
194
-14
520
$32K ﹤0.01%
440
-7
521
$31K ﹤0.01%
740
-35
522
$31K ﹤0.01%
909
+82
523
$31K ﹤0.01%
300
524
$31K ﹤0.01%
255
-289
525
$31K ﹤0.01%
3,011
+73
19 20
21
22 23